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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,644 | $123,155-69.4% | $108,753-65.4% | $155,188-75.7% |
| Participation rate | 94.1% | 75.6%+18.5pp | 71.1%+23.0pp | 80.8%+13.3pp |
| Annual return | 12.95% | 44.73%-31.8pp | 37.47%-24.5pp | 148.84%-135.9pp |
| Employer contribution / active EE | $1,176 | $2,811-58.2% | $2,427-51.5% | $4,248-72.3% |
| Participant deferral / active EE | $4,398 | $4,623-4.9% | $4,115+6.9% | $6,531-32.7% |
| Admin fee / account holder | $750 | $12,126-93.8% | $10,320-92.7% | $14,480-94.8% |